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Direct private investments

Citi Direct Private Investments offers curated institutional-quality investments exclusively to our sophisticated clients.

Direct, co-investment and joint venture opportunities can provide an additional source of returns and diversification in core and opportunistic portfolios.

They also enable you to invest alongside like-minded financial institutions and family offices.

Our dedicated direct private investment team sources these opportunities from Citi’s institutional network globally and from third-party sponsors.

We then connect you directly to the financial sponsor or corporate issuer, so that you can conduct your own extensive due diligence of each transaction.

Direct private investments could help to empower visionary founders and companies not only with strategic capital, but also with insights and expertise from their own businesses and other investments.

Our direct private investments are reserved for clients that meet the regulatory, liquidity, and net worth requirements of the DPI program.

Citi’s extensive global network and institutional resources enable us to identify direct private equity opportunities to offer to our qualified clients.

Itay Blasenheim
Global Head – Citi Direct Private Investments

How we serve you

Exclusivity
Our direct private investments are reserved for Citi Private Bank clients who meet the regulatory, liquidity, and net worth requirements of the DPI program.

The contacts that are cultivated with sponsors and issuers could help enable qualified clients to build relationships with like-minded institutional investors and family offices from around the world.

Reach
The direct private investment strategies that are made available include DPI venture capital, growth equity, real estate, buyout, private credit and distressed opportunities.

They also cover a variety of structures, sectors and regions.

Control the due diligence process
Direct private investments allow investors to develop direct relationships with financial sponsors and companies without intermediation.

To guide investor decision making, issuers provide direct access to their data room.

This enables independent evaluation of confidential transaction information.

Meet our people

Global Head

Itay Blasenheim

Global Head of Direct Private Investments

Itay has overall responsibility for curating direct and co-investment deals to our institutional-like private clients. He serves as the global nexus of all private transaction sourcing, management and distribution.

Before joining Citi, Itay worked for J.P. Morgan Private Bank, where he was responsible for building and managing Morgan Private Ventures, its direct deals and co-investments platform. He was also a partner in J.P. Morgan’s Junius Real Estate Partners, and a key contributor in building the Highbridge and Gavea funds.

Previously, Itay was an attorney at Kirkland & Ellis and Debevoise & Plimpton.

He is an advisory board member of Sakara Life and a member of Caravan Wellness.

Global Head

Itay Blasenheim

Global Head of Direct Private Investments
OUTLOOK

Mid-Year Outlook 2022

2022 has seen a reset of the international world order and the end of boom conditions in markets. Despite uncertainties, we see many reasons to be fully, but wisely invested. Our Mid-Year Outlook is a critical guide for investors around the globe.

Find out more

Insights

See our investment views and other insights into what matters for your wealth.

View all insights
Dawn of a new approach to asset allocation
Itay Blasenheim - Viswanathan Venugopala
November 1, 2021
As family offices become larger and more sophisticated, their domain knowledge acquired over the years is rapidly nudging them in the direction of higher quality investments and an increased volume of deals often deemed to be unconventional.
Learn moreabout Dawn of a new approach to asset allocation
How the pandemic could change healthcare forever
Citi Private Bank & GZERO Media
October 7, 2021
In this episode, we'll look at the lessons learned during the pandemic - from telemedicine to vaccine breakthroughs - and how they can continue to improve the healthcare industry in the coming years.
Learn moreabout How the pandemic could change healthcare forever
Capturing market upside in the age of COVID
David Bailin - Steven Wieting
September 12, 2021
Despite positive earnings news, equity market investors remain worried as the tailwinds of stimulus start fading. But we disagree with conjecture that current broad equity valuations are troubling and still expect gains, albeit at a slower pace with higher volatility.
Learn moreabout Capturing market upside in the age of COVID
‘Powell Play’: Investment implications of Fed’s policy
David Bailin - Steven Wieting
August 29, 2021
Fed Chair Jerome Powell’s recent speech focused on achieving maximum employment while downplaying inflation risk. An everything rally followed in its wake, but we believe such inclusive rallies will be increasingly rare deeper into a market recovery.
Learn moreabout ‘Powell Play’: Investment implications of Fed’s policy
Infrastructure, inflation and interest rates: will growth prevail?
David Bailin - Steven Wieting
August 17, 2021
Inflation data points to the economy running hot whereas bond yields signal slower growth ahead. We weigh up the various forces at work.
Learn moreabout Infrastructure, inflation and interest rates: will growth prevail?

Insights

See our investment views and other insights into what matters for your wealth.

View all insights
Contact us

To help put you in touch with the right advisory or team, please answer the following questions.

To qualify, you must meet certain requirements as an institutional and/or professional investor.

Prospects who do not have a relationship with Citi Private Bank are not eligible.

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Citi Private Bank is dedicated to helping exceptional individuals and their families protect and grow their wealth. Our clients include some of the world’s leading entrepreneurs, executives, investors and their family offices. We provide customized private banking that crosses borders, including some sophisticated services usually reserved for major global institutions.

INVESTMENT PRODUCTS: NOT FDIC INSURED. NOT CDIC INSURED. NOT GOVERNMENT INSURED. NO BANK GUARANTEE. MAY LOSE VALUE.

Citi Private Bank is a business of Citigroup Inc. ("Citigroup"), which provides its clients access to a broad array of products and services available through bank and non-bank affiliates of Citigroup. Not all products and services are provided by all affiliates or are available at all locations. In the U.S., investment products and services are provided by Citigroup Global Markets Inc. "CGMI"), member FINRA and SIPC, and also Citi Private Advisory, LLC ("Citi Advisory"), member of FINRA and SIPC. CGMI accounts are carried by Pershing LLC, member FINRA, NYSE, SIPC. CGMI, Citi Advisory and Citibank, N.A. are affiliated companies under the common control of Citigroup.

Outside the U.S., investment products and services are provided by other Citigroup affiliates. Investment Management services (including portfolio management) are available through CGMI, Citi Advisory, Citibank, N.A. and other affiliated advisory businesses. Neither Citigroup nor any of its affiliates provides tax or legal advice.

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